Joshua Edelson is a registered investment advisor at LPL Financial LLC, based in Denver, CO, with 39 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
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Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.Broker
Nomura Securities International, INC.Broker
Donaldson, Lufkin & Jenrette Securities CorporationBroker
First Albany CorporationBroker
Mark Twain Brokerage Services, INC.Broker
Drexel Burnham Lambert Government Securities INC.Broker
Drexel Burnham Lambert IncorporatedBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.